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In the Grid View, the header row of the table contains tools for selecting and sorting results, as well as labeling the Index Fields assigned to a column. From here you can reorder rows and resize columns to quickly customize how you view your data. Your settings are kept by Archive and only affect your personal user settings.
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From the Grid View, you can easily sort your results by one or more columns of Index Field values in ascending or descending order. You can pin or hide columns as needed. You can export the results to your favorite spreadsheet application for custom reports. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.
- Resize or Reorder Fields Columns – Drag Click the side of a header row cell and, when your mouse cursor turns into a double-arrow Move cursor, drag the edge of a column to resize it. Drag a column to a new place in the column order and drop it into place. Settings are saved to your browser storagecache, and can be reset via the button in the column settings (right panel). Double-click on a column to fit the entire column to the width of the content.
- View Tabs – View tabs will display, if they are configured to show. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.
- Select Columns – Select records to act upon. To select more than one record: Click the column header to select or unselect all of the records on the page; enable the checkbox on multiple records; use SHIFT + select consecutive rows.
- Results Priority – Click on a column header and a small black up arrow appears w/a number.
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- Um, not doing that in my VM... Just a small black up arrow that can be assigned to one column at a time. Hm, got the tiny up arrow with a number after poking. Need to go through this feature...
Select Records from the List
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- To select all of the records on a given page, click the Select All checkbox, found in the top-left cell of the table on every page of results.
- To select every result in the List, either first set the records per page number large enough to get your results on a single page or click the Select All checkbox for every page.
- To select individual records, use the Document Entry checkbox for one or more records. You can select records from different pages.
From the second row on down, one record is displayed per row:
- The next cell contains the Thumbnail Preview icon. This is contextual; which thumbnail is displayed depends upon the type of document for that row. Place your mouse pointer over the icon to view a Thumbnail of the first page of the actual document.
- Remaining cells contains the indexing data (if any exists) for each available Index Field. Which Fields appears depends upon the Archive.
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- To enable the checkbox on multiple records, use SHIFT + select consecutive rows.
Change How Results Display From the Column Menu
For each column, you can use the Column menu to customize your results. To view the Column menu, click on the small down arrow arrow (
) in the header of the selected column. Menu choices include:
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Your settings are kept by Archive and only affect your personal user settings.
Reorder Columns of Index Fields
- Hide Column (X) – Click to hide selected columns. (Use Show All Columns to unhide it).
- Pin Column to the Side – Click Click Pin Left Left or Pin Right to pin the selected column to the side of the Results Pane. You can scroll around the results, while keeping the column visible. Contextually, Pin Left (<) or Pin Right (>) disappears from the menu after it’s selected and Unpin (
) appears in its place.
Reorder Rows of Records
- Change Sort Order – Click Sort Ascending (
) or Sort Descending (
) to sort the records into ascending or descending order based on the values in the selected columns. If you click either, the contextual Remove Sort (X) menu item appears so you may clear your sort selection.
Records in a Row
From the second row on down, one record is displayed per row:
- The next cell contains the Thumbnail Preview icon. This is contextual; which thumbnail is displayed depends upon the type of document for that row. Place your mouse pointer over the icon to view a Thumbnail of the first page of the actual document.
- Remaining cells contains the indexing data (if any exists) for each available Index Field. Which Fields appears depends upon the Archive.
View Tabs in the Grid View
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